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Portfolio (Quarterly) Guide ↗

BAKER TILLY WEALTH MANAGEMENT, LLC

· CIK 0001840565
13F Portfolio $471M AUM 285 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 32 New 90 Added 127 Reduced 27 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 HON HONEYWELL INTL INC Industrials 2,866 $648K 0.16% SOLD
2 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,700 $587K 0.14% SOLD
3 ACN ACCENTURE PLC IRELAND Technology 2,677 $531K 0.13% SOLD
4 QCOM QUALCOMM INC Technology 3,971 $511K 0.12% SOLD
5 GILD GILEAD SCIENCES INC Healthcare 2,712 $378K 0.09% SOLD
6 AWK AMERICAN WTR WKS CO INC NEW Utilities 2,762 $376K 0.09% SOLD
7 AES AES CORP Utilities 25,166 $355K 0.09% SOLD
8 WAT WATERS CORP Healthcare 1,129 $336K 0.08% SOLD
9 DTE DTE ENERGY CO Utilities 2,066 $302K 0.07% SOLD
10 AEM AGNICO EAGLE MINES LTD Basic Materials 1,419 $288K 0.07% SOLD
11 CME CME GROUP INC Financial Services 926 $273K 0.07% SOLD
12 MDT MEDTRONIC PLC Healthcare 3,115 $270K 0.07% SOLD
13 OKE ONEOK INC NEW Energy 2,671 $241K 0.06% SOLD
14 HSBC HSBC HLDGS PLC Financial Services 2,881 $238K 0.06% SOLD
15 CDW CDW CORP Technology 1,923 $233K 0.06% SOLD
16 OXY OCCIDENTAL PETE CORP Energy 3,515 $228K 0.06% SOLD
17 BEPC BROOKFIELD RENEWABLE CORP Utilities 5,657 $225K 0.06% SOLD
18 DEO DIAGEO PLC Consumer Defensive 2,965 $221K 0.05% SOLD
19 SHEL SHELL PLC Energy 2,362 $220K 0.05% SOLD
20 RSG REPUBLIC SVCS INC Industrials 996 $218K 0.05% SOLD
Page 1 of 2  ·  27 positions
Sector Allocation
Technology 29.4%
Financial Services 23.2%
Communication Services 9.5%
Healthcare 9.0%
Consumer Cyclical 8.8%
Industrials 7.7%
Consumer Defensive 4.0%
Energy 3.2%
Basic Materials 2.4%
Real Estate 1.5%